Currently, MERCURY Research’s semiconductor researchers are collating data to show that AMD‘s next-generation processors are driving Intel‘s monopoly on x86 server CPUs.
According to Aaron Rakers, senior analyst at Wells Fargo, “Based on statistics for the second quarter of 2018, Intel’s server CPU share has fallen to 98.7%, compared with 99% in the previous quarter and 99.5 in the same period last year. At the same time, AMD’s server CPU share increased to 1.3% in the second quarter of 2018, up from 1% in the previous quarter and 0.5% in the same period last year.” Rakers plotted the two sets of figures into a graph In the picture, we can clearly see the revenue trend of Intel and AMD in the server CPU.
Mercury’s data shows that AMD server unit market share increased by 181% over the same period last year, an increase of 40.5%. In addition, Epyc’s revenue has reached $57.66 million in the second quarter of 2018, and is eroding the x86 revenue share of Xeon processors.
Rakers also pointed out that AMD is fully capable of increasing the share of the server market to around 5% by the end of this year. However, considering that AMD’s global market share is only 1.3%, and the growth is not very satisfactory, AMD can quickly increase its market share to 5% in the next two quarters, there is still doubt.